The ASPW experience gives you focus, a clear path forward, and the confidence of knowing we’ll keep you on track.
STEP 1: Initial Meeting
In-person or virtual meeting - 60 minutes
This is where we uncover what you want your money to achieve — both now and in the years ahead. We’ll ask thoughtful questions to piece together a full picture of your financial world, your values, and your priorities.
Afterwards, you’ll receive an advice proposal showing where we can add value, along with our fees, so you know exactly what moving forward will look like.
STEP 2: Strategic Analysis
3-4 weeks
We do the analytical work behind the scenes — crunching the numbers, testing different scenarios, and identifying opportunities.
This is where we figure out the most effective ways to structure everything you’ve built so it works harder for you.
STEP 3: Your Wealth Plan
In-person meeting or virtual meeting - 90 minutes
We'll present your personalised financial plan - every strategy explained in plain English, every recommendation backed by solid reasoning.
You'll see exactly what's possible, when it can happen, and how each piece fits together to get you there.
STEP 4: Plan Into Action
Timeframe?
We turn strategy into reality — lodging paperwork, coordinating with banks, funds, and insurers, and keeping everything on track. Where needed, we’ll work with your accountant or solicitor so nothing slips through the cracks.
STEP 5: Staying on Track
Life changes, markets move, opportunities arise. We're here to keep your plan working as your life evolves.
Scheduled reviews to celebrate wins and adjust for what's next, plus we're always a call away when you need a quick financial sense-check.
We want to hear about your travel adventures, your kids' big milestones, and your grandkids' achievements.
Because wealth only matters if it helps you enjoy the things (and people) that matter most.
What to expect from ASPW.
Do what we say
Trust starts with follow-through. If we commit, it gets done.
Know our stuff
Technical excellence without the jargon — just clear, confident advice.
Keep it real
Real conversations that cut through the noise and get to the point.
Advice that works
Practical strategies that fit your life and move you closer to your goals.
Here for the long haul
A true partnership, guiding you through every stage of life and wealth.
Proven track record
A reputation built on decades of experience and enduring client relationships.
Always thinking ahead
We spot opportunities and challenges early, so you stay a step in front.
Love what we do
For us, it’s the positive impact - clients ticking off bucket lists, free from financial stress.